Latest Updates Around The World
As gold and silver prices consolidate after a sharp rally, questions arise around the sustainability of investor interest in multi-asset strategies. Aparna Karnik, fund manager at DSP Mutual Fund, says the case for multi-asset allocation goes well beyond precious metals. She outlines how disciplined diversification, calibrated equity exposure and systematic rebalancing aim to deliver more […]
At home The long view February 6, 2026 – Stocks Under Pressure, Gold Shines: Why A Portfolio Review Is Critical Now February 6, 2026 Image source: David Gyung/www.istockphoto.com The markets were busy. Very busy. Budgets have been announced, the global trade equations have shifted, gold and silver have soared, and stock markets have […]
Despite sharp corrections in small and mid-cap stocks, the outlook for Indian equities in 2026 appears more constructive than in the previous year. Dhiraj Relli, MD and CEO of HDFC Securities, explains how easing valuation pressure, likely earnings recovery, strong domestic flows and a supportive macro environment could pave the way for better market performance, […]
At a time when investors are encouraged to double down on what they know best – one market, one asset class – Saurabh Mukherjea argues for the opposite. In his recent article, the founder of Marcellus Investment Managers turned to Sir John Templeton, the legendary 20th century investor, to argue that global diversification, contrarian thinking […]
In an environment where global uncertainty continues to roil equity markets, novice real estate investors are increasingly looking for safer alternatives to hedge against inflation.According to Mananki Parulekar, co-founder of Claravest Technologies, diversified real estate exposure doesn’t have to start with buying an entire brick-and-mortar property. In a conversation with ETMarkets’ Kshitij Anand, Parulekar believes […]
Precious metals are likely to continue to see support in the coming months, driven by strong central bank demand, shifts in US monetary policy and supply constraints, said Nilesh Shah, managing director of Kotak AMC. “…for precious metals, there is central bank demand for gold and industrial equipment, plus potential central bank demand for silver. […]
